TrustCore Financial Services’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

TrustCore Financial Services’s Portfolio VTIP Stock Details VTIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$398K	Buy	8,526 +167	+2%	+$7.96K	0.04%	194
2022 Q3	$402K	Buy	8,359 +63	+0.8%	+$3.12K	0.04%	182
2022 Q2	$416K	Sell	8,296 -803	-9%	-$40.6K	0.04%	177
2022 Q1	$466K	Hold	9,099	–	–	0.04%	177
2021 Q4	$468K	Buy	9,099 +165	+2%	+$8.59K	0.05%	165
2021 Q3	$470K	Sell	8,934 -151	-2%	-$7.92K	0.05%	181
2021 Q2	$476K	Buy	9,085 +392	+5%	+$20.4K	0.05%	179
2021 Q1	$448K	Buy	8,693 +2,078	+31%	+$107K	0.05%	178
2020 Q4	$338K	Buy	6,615 +1,426	+27%	+$72.6K	0.04%	197
2020 Q3	$265K	Buy	5,189 +3,420	+193%	+$173K	0.04%	202
2020 Q2	$89K	Buy	1,769 +9	+0.5%	+$447	0.02%	318
2020 Q1	$86K	Hold	1,760	–	–	0.02%	295
2019 Q4	$87K	Buy	1,760 +7	+0.4%	+$345	0.02%	306
2019 Q3	$86K	Buy	1,753 +9	+0.5%	+$445	0.02%	288
2019 Q2	$86K	Buy	+1,744	New	+$85.4K	0.02%	285
2018 Q1	–	Sell	-669	Closed	-$33K	–	727
2017 Q4	$33K	Buy	+669	New	+$33.1K	0.01%	328

Other funds holding VTIP

GWA

Gibson Wealth Advisors Tyler, Texas $160M AUM 20.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

TrustCore Financial Services's VTIP Position: Q4 2022 in Review

TrustCore Financial Services increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2% in Q4 2022, buying an estimated $7.96K and bringing the position to 8,526 shares worth $398K. The position accounts for 0.04% of the portfolio, ranked #194.

TrustCore Financial Services first reported a position in VTIP in Q4 2017 and has held it in 16 quarters since. The position peaked at $476K in Q2 2021. 812 funds tracked by Wall St. Rank hold VTIP as of Q4 2022.

TrustCore Financial Services held 8,526 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $398K as of Q4 2022.
TrustCore Financial Services bought 167 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2022, an estimated $7.96K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.04% of TrustCore Financial Services's portfolio in Q4 2022, its #194 holding.
TrustCore Financial Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2017 and has held it in 16 quarters since.
TrustCore Financial Services's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $476K in Q2 2021.
812 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.